Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MFS Utilities Pooled separate account in their Schedule of Assets, totaling $310K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ADVENTIST HEALTH SYSTEM/WEST, INC. ADVENTIST HEALTH 403(B) ERISA PLAN | ROSEVILLE CA | 1,450 | $226.5M | $211K |
| 2 | CHILDRENS HOSPITAL AND RESEARCH CENTER AT OAKLAND 403(B) SAVINGS PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND | OAKLAND CA | 2,732 | $390.6M | $51K |
| 3 | LEGACY HEALTH |
PORTLAND OR |
| 14,472 |
| $2.0B |
| $26K |
| 4 | LEADS, INC LEADS 403(B) PENSION PLAN | NEWARK OH | 91 | $4.0M | $21K |
| 5 | COMMUNITY ACTION ORGANIZATION COMMUNITY ACTION ORGANIZATION 403(B) RETIREMENT PLAN | HILLSBORO OR | 252 | $11.5M | $1K |
